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Liberty Capital Management’s Dimensional National Municipal Bond ETF DFNM Stock Holding History

Liberty Capital Management’s Portfolio DFNM Stock Details DFNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44,468
Closed -$2.11M – 179
2025
Q2 		$2.11M Sell
44,468
-1,193
-3% -$56.4K 0.43% 62
2025
Q1 		$2.17M Hold
45,661
– – 0.48% 59
2024
Q4 		$2.18M Hold
45,661
– – 0.48% 55
2024
Q3 		$2.22M Hold
45,661
– – 0.49% 58
2024
Q2 		$2.18M Sell
45,661
-1,506
-3% -$71.9K 0.52% 55
2024
Q1 		$2.27M Sell
47,167
-713
-1% -$34.4K 0.56% 54
2023
Q4 		$2.32M Sell
47,880
-1,644
-3% -$77.7K 0.61% 47
2023
Q3 		$2.3M Hold
49,524
– – 0.68% 47
2023
Q2 		$2.36M Buy
49,524
+2,653
+6% +$127K 0.71% 45
2023
Q1 		$2.26M Hold
46,871
– – 0.75% 44
2022
Q4 		$2.24M Sell
46,871
-934
-2% -$44.1K 0.78% 43
2022
Q3 		$2.23M Buy
47,805
+409
+0.9% +$19.7K 0.83% 42
2022
Q2 		$2.28M Buy
+47,396
New +$2.27M 0.81% 43

Other funds holding DFNM

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Liberty Capital Management's DFNM Position: Q3 2025 in Review

Liberty Capital Management sold out of Dimensional National Municipal Bond ETF (DFNM) in Q3 2025, closing a stake of 44,468 shares — an estimated $2.11M sold.

Liberty Capital Management first reported a position in DFNM in Q2 2022 and held it in 13 quarters. The position peaked at $2.36M in Q2 2023. 247 funds tracked by Wall St. Rank hold DFNM as of Q3 2025.

  • Liberty Capital Management reported no remaining Dimensional National Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Liberty Capital Management sold 44,468 Dimensional National Municipal Bond ETF shares in Q3 2025, an estimated $2.11M.
  • Liberty Capital Management first reported a position in Dimensional National Municipal Bond ETF in Q2 2022 and held it in 13 quarters.
  • Liberty Capital Management's Dimensional National Municipal Bond ETF position peaked at $2.36M in Q2 2023.
  • 247 funds tracked by Wall St. Rank held Dimensional National Municipal Bond ETF as of Q3 2025.

Based on Liberty Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.